Institutional Fund
Landmark Wealth Management, Inc.
Normal, ILCIK 19850165 filings on record
Portfolio Value
$265.14M
Q1 2026
Holdings
42
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.1%
from $264.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.2%
- Spdr Index Shs Fds12.4%
- Ishares Tr11.8%
- Spdr S&P 500 ETF Tr8.6%
- Spdr Index Shs Fds6.7%
- Ishares Tr6.6%
- Other36.6%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 76.2K | $45.54M | 17.2% | +1.0K | Added |
| 2 | Spdr Index Shs Fds | 721.3K | $32.93M | 12.4% | −30.0K | Reduced |
| 3 | Ishares Tr | 680.1K | $31.42M | 11.8% | +12.7K | Added |
| 4 | Spdr S&P 500 ETF Tr | 35.1K | $22.84M | 8.6% | −5.9K | Reduced |
| 5 | Spdr Index Shs Fds | 377.5K | $17.71M | 6.7% | +11.7K | Added |
| 6 | Ishares Tr | 351.1K | $17.57M | 6.6% | −2.1K | Reduced |
| 7 | Ssga Active Tr | 290.3K | $16.76M | 6.3% | +18.9K | Added |
| 8 | Vanguard Index Fds | 51.6K | $10.62M | 4.0% | +148 | Added |
| 9 | Ssga Active Tr | 382.7K | $9.84M | 3.7% | +84.1K | Added |
| 10 | Apple Inc | 35.0K | $8.89M | 3.4% | −1 | Reduced |
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